What we believe
Seventeen bets today. A blueprint for what's next.
Mount Judi invests across two active vehicles — MJIMF (Mount Judi India Microfund) and MJIGF (Mount Judi India Growth Fund) — and is building the thesis for our next fund, MJIGF II. Together they map where India's next decade of value creation will happen.
The next chapter — MJIGF II
Forward thesis
Three themes shape our forward thesis — each defined by where consumer behaviour, data, and category creation are heading in India.
01Consumer Enablers+
Definition
Startups enabling changing consumer behaviour.
Keywords
D2C / Retail / Marketplace
Current sectors
- Tech-enabled B2B (Packaging, Logistics, Warehousing)
Future sectors
- AgriTech
- ClimateTech
- ManufacturingTech
- ConstructionTech
02Disruptive Tech+
Definition
Monetisable, patentable, scalable technology.
Keywords
Unlocking Data
Current sectors
- HealthTech
- BioTech
Future sectors
- Deep Data Infrastructure
- Applied AI
03Consumer+
Definition
Category creation & business-model innovation.
Keywords
Premiumisation
Current sectors
- F&B
Future sectors
- Broader Consumer Brands
- Education